SYSPRO Ribbon bar > Setup

Setup

You use the Setup function on the ribbon bar to access shortcuts to system and module setup options as well as to configure your security and printing requirements.

Setup Options

Field Icon Description
Financial

Select this to access setup programs within the Financial suite of modules.
Distribution

Select this to access setup programs within the Distribution suite of modules.
Manufacturing

Select this to access setup programs within the Manufacturing suite of modules.
General Setup

Select this to access setup programs that are used company-wide, such as currencies and tax options.
Stationery Formats

Select this to access setup programs for preprinted stationery programs and SRS documents.
Company Tables

Select this to access setup programs relating to company-wide tables such as invoice terms, commission and invoice discounts.

Security

Field Icon Description
Passwords

Select this to define passwords against various functions that can be performed within SYSPRO programs as well as to change an operator password.
Operators

Select this to maintain a list of operators requiring access to SYSPRO, and to define any restrictions applicable to individual operators.
Groups

Select this to use the Groups program to add and maintain the groups to which operators are assigned.
Roles

Select this to configure security settings at operator role level.
Electronic Signatures

Select this to configure security at transaction level by authenticating the operator performing the transaction.
Job Logging

Select this to maintain a log file of all programs that have been accessed by operators.
Amendment Journals

Select this to view an audit trail of any changes made to SYSPRO Setup programs.

Printing

Field Icon Description
Request Print Dialog   Enable this option to be able to select the printer to use before printing your SYSPRO documents. In a non-Windows Printing environment you can also select the attribute to use. This option is ignored when running a SYSPRO program in automated mode.
Windows Printing   Enable this to use the Windows Print Manager (i.e. the standard way of printing from within a Windows environment) for printing documents and reports from within SYSPRO.
Report Preview   Enable this to display SYSPRO reports in a preview window before printing them.

Enabling/disabling this option automatically enables/disables the Preview report option against all SRS reports.

When this option is disabled, you need to manually select at least one output method on the Output Options tab of an SRS report to enable the Process function for the report.
Document Preview   Enable this to display SYSPRO documents in a preview window before printing them.

When enabled, SRS documents are previewed when printed in online or batch mode unless the calling program suppresses previewing.
Print Setup

Select this to configure printers for use within SYSPRO.
Page Setup

Select this to configure page settings for printing from within SYSPRO.
Fax Settings

Select this to define the settings for faxing documents from within SYSPRO.

Customize and control this application

Icon Description

This icon appears on the primary toolbar of all applications and allows you to customize and control the application.
OptionDescription
PanesThis lets you choose from a list of panes in the current docking layout.

The panes displayed in grey are available for selection.

Cards

This lets you select a Key Card or Insight Card to be displayed as a floating pane.

Design Web View

This opens the Application Designer to customize web views.

Customization Profiler

This opens the Customization Profiler program to view and analyze customizations that have been applied to the application or main menu.

Reset LayoutThis restores forms to their default position, including those that were previously closed. Customized or associated panes remain in their current location and the content and sequencing of forms or listviews is not affected.
Hide/Show Web ViewThis hides or shows the web view for the program, if one exists (F11 toggles these captions).
Hide/Show Pane TitlesThis hides or shows the docking pane captions (F12 toggles these captions).
Hide/Show Pin ButtonsThis hides or shows the pin button on all docking panes.

This is only available in the SYSPRO Main Menu (not in individual programs) when the minimalist user interface is enabled, and operator is logged in using a role and is not allowed to save docking layouts.

Show List View ToolbarYou can choose to Always show the built-in toolbar for listviews, Never to show them, or selectively to show the listview toolbar by right clicking in the header row of any listview and selecting Customize > Show Listview Toolbar.

Changing the Show built-in toolbar option in the System-wide Personalization program does not affect the operator's preference and setting to Always show the listview toolbar.

Auto Close Floating Panes in Web ViewsThis option is only available from the main menu.

Select this if you want to close floating panes automatically when you click anywhere in a web view, or when you exit from an application.